Schwab US Aggregate Bond ETF
SCHZ
SCHZ
629 hedge funds and large institutions have $4.71B invested in Schwab US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 264 increasing their positions, 211 reducing their positions, and 45 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
7% more funds holding
Funds holding: 586 → 629 (+43)
45.43% less ownership
Funds ownership: 89.37% → 43.95% (-45%)
85% less call options, than puts
Call options by funds: $5K | Put options by funds: $34K
Holders
629
Holding in Top 10
57
Calls
$5K
Puts
$34K
Top Buyers
| 1 | +$21.3M | |
| 2 | +$19.6M | |
| 3 | +$17.3M | |
| 4 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$13M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$12M |
Top Sellers
| 1 | -$239M | |
| 2 | -$26.7M | |
| 3 | -$26.6M | |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$21.8M |
| 5 |
JPMorgan Chase & Co
New York
|
-$21.3M |